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SSFRX vs VTSAX
SSFRX vs VTSAX Comparison
Open Charts SSFRX vs VTSAX
State Street Equity 500 Index R
Price$469.75
Change+$3.94 (+0.85%)
VolumeN/A
Net Assets11.82B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SSFRX vs VTSAX Comparison Chart in %
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SSFRX vs. VTSAX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SSFRX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SSFRX (11.8B). VTSAX pays higher dividends than SSFRX: VTSAX (1.21) vs SSFRX (0.93). SSFRX was incepted earlier than VTSAX: SSFRX (20 years) vs VTSAX (25 years). SSFRX (0.70) is less costly to investors than VTSAX (0.04). SSFRX is a more actively managed with annual turnover of: 4.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than SSFRX: VTSAX (3000) vs SSFRX (25000000). SSFRX (14.20) and VTSAX (13.89) have marching annual gain over last year. SSFRX return over 5 years is better than : 102.98 vs. VTSAX (95.62).
| SSFRX | VTSAX | SSFRX / VTSAX | |
| Total Expense Ratio | 0.62 | 0.04 | 1,550% |
| Annual Report Gross Expense Ratio | 0.70 | 0.04 | 1,750% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 7.134 | 6.416 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 3000 | 833,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 1.82T | 1% |
| Annual Yield % from dividends | 0.93 | 1.21 | 77% |
| Returns for 1 year | 14.20 | 13.89 | 102% |
| Returns for 3 years | 66.19 | 62.12 | 107% |
| Returns for 5 years | 102.98 | 95.62 | 108% |
| Returns for 10 years | 194.87 | 198.69 | 98% |
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